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INSTITUTIONS
CIK 0001842665
HALTER FERGUSON FINANCIAL INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
Tesla, Inc.
TSLA
629.19K
$264.64M
Lemonade, Inc.
LMND
1.01M
$65.43M
Atai Beckley Inc.
ATAI
1.49M
$7.83M
Upstart Holdings, Inc.
UPST
1.75M
$61.94M